Roles and permissions

Everyone in a workspace has one role. The role decides what they can do across the whole workspace.

The four roles

• Owner. The person who created the workspace. There is one owner, and only the owner can delete the workspace (see Exporting and deleting a workspace).
• Admin. Everything a member can do, plus managing members, billing and permanent deletes.
• Member. Uses the workspace day to day: agents, chat, rooms, tasks and pages. Members can also connect apps such as Gmail or Slack and give them to agents.
• Viewer. Read-only. Can see everything, including the workspace's connected mailboxes and calendars, but can't change anything: no new tasks, comments, pages, uploads, chat messages or connected apps.

When you invite someone, you choose Admin, Member or Viewer. Nobody can be invited as Owner.

Changing someone's role

Owners and admins can change a role at any time.

1. Open Settings and choose Members.
2. Open the menu on the person's row and choose Change role.
3. Pick the new role.

The owner's role can't be changed.

Removing someone

In Settings, Members, open the menu on the person's row and choose Remove member. The owner can't be removed.

The things they made, like tasks, pages and comments, stay in the workspace. So do the apps they connected: those accounts belong to the workspace and keep working. To take an account out of Claos, remove Claos's access in that app's own account settings.

Choosing a role

• Someone who helps run the workspace, including members and billing: Admin.
• A teammate who does the work: Member.
• A client or stakeholder who follows progress without changing anything: Viewer.

Related

• Inviting people to your workspace
• Plans and pricing